Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2025 Q1 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
1
New
$102 - $116
1 $127
Apr 09, 2025 Q1 2025
Parkside Advisors LLC

BUY
 -
1
+ 0.03%
$102 - $116
3.36K $426K
Q4 2024
Jan 22, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
56.5K
New
$6.07M - $6.54M
56.5K $7.16M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
29.7K
New
$3.19M - $3.44M
29.7K $3.77M
Jan 29, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
23.1K
New
$2.48M - $2.67M
23.1K $2.92M
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
7.26K
+ 116.32%
$779K - $840K
13.5K $1.71M
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
5.29K
New
$568K - $612K
5.29K $671K
Jan 29, 2025 Q4 2024
Figure 8 Investment Strategies LLC

Boise, ID
BUY
 -
2.13K
New
$228K - $246K
2.13K $270K
Feb 06, 2025 Q4 2024
Patten Group, Inc.

BUY
 -
1.95K
New
$209K - $226K
1.95K $247K
Jan 27, 2025 Q4 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
1.83K
New
$196K - $211K
1.83K $231K
Feb 10, 2025 Q4 2024
Aviso Financial Inc.

Toronto, A6
BUY
 -
650
+ 13.41%
$69.8K - $75.2K
5.5K $697K
Feb 13, 2025 Q4 2024
Rossmore Private Capital

Glastonbury, CT
BUY
 -
587
+ 17.9%
$63K - $67.9K
3.87K $490K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
400
New
$43K - $46.3K
400 $50.7K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
326
New
$35K - $37.7K
326 $41.3K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
302
New
$32.4K - $34.9K
302 $38.3K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
234
+ 37.68%
$25.1K - $27.1K
855 $108K
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
210
New
$22.6K - $24.3K
210 $26.6K
Feb 11, 2025 Q4 2024
Whittier Trust CO

BUY
 -
173
+ 1.26%
$18.6K - $20K
13.9K $1.77M
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
152
New
$16.3K - $17.6K
152 $19.3K
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
116
New
$12.5K - $13.4K
116 $14.7K
Jan 22, 2025 Q4 2024
Aurora Private Wealth, Inc.

BUY
 -
17
+ 0.3%
$1.83K - $1.97K
5.73K $726K
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
6
+ 0.29%
$644 - $694
2.07K $263K
Jan 13, 2025 Q4 2024
Tsfg, LLC

BUY
 -
6
New
$644 - $694
6 $761
Jan 24, 2025 Q4 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
5
+ 0.23%
$537 - $579
2.14K $272K
Feb 12, 2025 Q4 2024
Kesler, Norman & Wride, LLC

BUY
 -
3
+ 0.05%
$322 - $347
6.1K $773K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
1
+ 0.46%
$107 - $116
217 $27.5K
Q3 2024
Oct 31, 2024 Q3 2024
Win Advisors, Inc

BUY
 -
25.4K
New
$2.49M - $2.76M
25.4K $3.22M
Oct 15, 2024 Q3 2024
Zhang Financial LLC

BUY
 -
7.05K
New
$690K - $767K
7.05K $894K
Oct 15, 2024 Q3 2024
Grant

BUY
 -
3.08K
+ 26.83%
$301K - $335K
14.5K $1.84M
Nov 14, 2024 Q3 2024
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
2.42K
New
$236K - $263K
2.42K $306K
Oct 28, 2024 Q3 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
2.09K
New
$204K - $227K
2.09K $265K
Oct 28, 2024 Q3 2024
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
2K
New
$195K - $217K
2K $253K
Oct 18, 2024 Q3 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
1.94K
New
$190K - $211K
1.94K $246K
Nov 12, 2024 Q3 2024
Towercrest Capital Management

Newtown, PA
BUY
 -
1.85K
New
$181K - $202K
1.85K $235K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.49K
+ 4.56%
$146K - $162K
34.1K $4.33M
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1K
New
$97.8K - $109K
1K $127K
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
884
New
$86.5K - $96.2K
884 $112K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
623
+ 3.05%
$60.9K - $67.8K
21K $2.67M
Nov 14, 2024 Q3 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
186
+ 9.47%
$18.2K - $20.2K
2.15K $273K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
185
+ 1.73%
$18.1K - $20.1K
10.9K $1.38M
Oct 30, 2024 Q3 2024
Dougherty Wealth Advisers LLC

BUY
 -
143
+ 55.43%
$14K - $15.6K
401 $50.8K
Nov 12, 2024 Q3 2024
Gen Trust, LLC

BUY
 -
67
+ 2.26%
$6.55K - $7.29K
3.04K $385K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
67
New
$6.55K - $7.29K
67 $8.49K
Oct 30, 2024 Q3 2024
Crestwood Advisors Group LLC

BUY
 -
60
+ 1.44%
$5.87K - $6.53K
4.22K $535K
Jul 25, 2025 Q3 2024
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
49
+ 0.67%
$4.79K - $5.33K
7.36K $933K
Oct 21, 2024 Q3 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
29
New
$2.84K - $3.15K
29 $3.68K
Nov 13, 2024 Q3 2024
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
23
+ 1.14%
$2.25K - $2.5K
2.04K $259K
Nov 05, 2024 Q3 2024
Pfg Private Wealth Management, LLC

BUY
 -
12
+ 44.44%
$1.17K - $1.31K
39 $4.94K
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3
+ 0.39%
$293 - $326
780 $98.9K

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